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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: 16yearcycle who wrote (2004)	10/9/2000 2:40:24 PM
From: Tom Kearney	Read Replies (1) \| Respond to of 57684

Battapaglia had an interesting take on the NAZ when he lowered his year end prediction. Some of the biggest NAZ stocks, who have the most influence in the price: INTC, MSFT, DELL, etc, are PC related. Many of the up and coming network guys, BRCD, BRCM, JNPR, RBAK, JDSU, etc, have a smaller impact on the average at this point in time, but are the faster growing segment. So, where many individual investors have switched more to infra-structure plays, we should expect to do better than the Naz. I think a lot of us here have really been talking infra-structure for a while, so I hope this plays out.